Invoice 3 days overdue
Sample client, sample amount
Green rooms are built and working now. Amber is in build. Grey is planned and shown so you always know what you have and what you do not.
The three things worth knowing before coffee.
Who is free, without texting five people.
One card per client. Every job, message, invoice and contract on it.
Why this room comes first of the unbuilt ones: every other room below hangs off it. An invoice belongs to a client. So does a contract, and a review.
What is owed, what is late, and what needs chasing today.
What this deliberately will not do: it will not take the payment. It tracks what is owed and tells you who to chase. The money itself moves through a proper payment tool, because card handling is not somewhere a small operation should be.
Signed, waiting, or about to become a problem.
An unsigned contract close to an event is the single most expensive thing to discover late. That is why this room exists, and why it shouts.
Asked, received, and what people actually said.
A hard rule that will not change: only real clients, only real words. Nothing here writes, invents, or helps place a review. Fake reviews can get a business suspended and they can be illegal.
What the numbers could look like once the admin time stops disappearing. Illustration, not a promise.
Say this out loud: these are illustrative shapes to show how the pieces work together, not a forecast of your business. Real numbers start the day your own data goes in.
There is no wrong answer here. Most people start where it feels comfortable and move up when the business asks them to.